See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,436 | $61,272-20.9% | $149,673-67.6% | $71,457-32.2% |
| Participation rate | 43.6% | 62.5%-18.9pp | 78.8%-35.2pp | 67.9%-24.3pp |
| Annual return | 26.25% | 35.85%-9.6pp | 134.42%-108.2pp | 28.85%-2.6pp |
| Employer contribution / active EE | $1,900 | $2,378-20.1% | $4,818-60.6% | $2,588-26.6% |
| Participant deferral / active EE | $3,829 | $2,917+31.3% | $5,680-32.6% | $4,289-10.7% |
| Admin fee / account holder | $1,102 | $1,261-12.6% | $13,210-91.7% | $1,587-30.6% |